Penmore Financial Group Inc is one of the boutique Canadian firms that offer fully customized solutions for personal and business insurance & personalized wealth management. Their team of specialists has been assisting clients to realize their health, wealth and security goals. Penmore Financial Group Inc has 2,500 clients across Canada and around the world. The firm has the tools and expertise to provide independent, unbiased advice through ongoing research and unparalleled access to worldwide financial service providers. They use their experience and expertise to build custom solutions that fit your corporate and individual needs. Penmore Financial Group Inc provides a disciplined approach to all client businesses, regardless of size and complexity.
Best Financial Services in Vaughan
Expert recommended Top 3 Financial Services in Vaughan, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
PENMORE FINANCIAL GROUP INC REVIEWS
I highly recommend Kyle Grooms. He is both service oriented and highly knowledgeable in his field which equates to a great business partner. He and his team are very well versed in both group and individual insurance and Penmore also has strong expertise in international global benefits. Kyle is someone that I do not hesitate to introduce to my own clients.
Susan McCafferty is the best financial adviser. She will explain in layman’s terms all the TSX words that only a Wall Street person would know. She cares about your investment like it is her own & will advise you accordingly. No investment is too small she treat everyone equal. She’s concerned about your saving for the rainy days & making your money work for you.
Roland has been our professional adviser for a significant period of time and has proven himself, knowledgeable, trustworthy, accessible and quite willing to answer all our questions. He has a wonderful sense of humour, is very easy to talk to and takes a proactive approach to manage our portfolio. With his guidance, there has been a steady growth in our assets and it has been a pleasure having him act on our behalf. I would highly recommend his services to my friends and colleagues.
The Bridg Group of Companies is the home of all your financial needs. The firm has over 19 years of experience in the financial services industry. The Bridg Group of Companies is committed to providing maximum results, professional knowledge, solutions, guidance, tools, resources and educational opportunities. The firm connects you to financial freedom through mortgages, real estate, investments, credit and consulting. They provide unparalleled customer service, solid strategies, effective solutions and personalized plans to their clients. The Bridg Group of Companies offers evenings and weekend appointments.
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THE BRIDG GROUP OF COMPANIES REVIEWS
I am a client of The BridgGroup and have invested my financial life in this company. This is for my retirement since as we know, we don't make enough in this city/country to sustain ourselves past 65. Having an elder to take care of, this gives me excitement to know that i don't have to worry about funds and that i can come to a caring place to get educated on investing. If you want a mortgage or want good rates on investing, come and speak to The BridgGroup Team!
About seven years ago, I found myself with my back against the wall with my finances. Had a lot of debt and didn't know the best options out there. Natasha and her Team, not only helped me to pay off all my debts, but set me up throughout the process and help me fast track my finances. I don't feel that most professionals would of went that far to help me. Thanks Natasha and Team. Much appreciative.
Amazing company! very friendly staff and they are here to provide advice on purchasing your home. I love that they provide you with options.
Scott A Olynick is an Edward Jones financial advisor in Vaughan. He guides people throughout their journey to success and celebrates their milestones, achievements and hard-earned rewards. Edward Jones is an investment firm that believes your financial goals deserve a face-to-face conversation. The firm helps you prepare for retirement, save for education and be a tax-smart investor. They develop personalized plans to help balance your needs right now with achieving your long-term goals. Edward Jones focuses on quality investments that bring you closer to where you want to be.
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SCOTT A OLYNICK - EDWARD JONES REVIEWS
Thorough, attentive, organized and professional. Extremely knowledgeable with superb communication. Working together is actually fun and easy. Over the years, I've never felt so organized and confident about everything. Learns what is important to me personally, uses a proven process that uncovers the best strategies and nurtures a service relationship that keeps me informed and keeps me on track.
Efficient, intelligent, caring advice tailored to your financial goals.
Scott is thorough and the office provides exceptional service